Alan

@alanrios466

I professionalize and position brands, platforms and ideas to be investor ready

États-Unis
Espagnol, Anglais
Certaines informations sont présentées en anglais.
À propos de moi
10+ year finance leader with deep understanding of what investors want and look for. Institutional experience in Private Banking, Investment Banking, and Capital Markets. With a small team and carefully trained AI tools, we design effective investor marketing collateral, impactful investor narratives, and overall capital strategy to help brands, platforms or ideas attract a sophisticated investor base.... Plus d’infos

Compétences

a
alanrios466
Alan
hors ligne • 
Temps de réponse moyen de 1 heure

Voir mes services

Ponts d'envol
I will design your investor ready pitch deck
De250 $US / projetPlus de détails

Portfolio

Expérience professionnelle

Citi

Vice President - Citi Global Family Office Group

Citi • Temps plein

Aug 2017 - Jul 2023 • 5 yrs 11 mos

In my role as Vice President of North America, I helped lead Capital Markets efforts through deal structuring, salesforce training and capital raising for direct private investments by collaborating with Citigroup’s Investment Bank, Private Bank and Markets Group to syndicate over 7 capital raises ranging from Series B rounds to $1 billion+ project financings. Sourced and cultivated 15+ relationships with institutional family office prospects by managing a corporate partnership with a major Family Office association representing 100+ single-family offices.